+4,437.1%
SNDK vs KO
+33.5%
+4,403.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.0% |
| 7D | -6.1% | +0.2% | -6.4% | -5.8% |
| 30D | +21.5% | +1.8% | +19.7% | +24.2% |
| 3M | -13.2% | +7.7% | -20.9% | -4.0% |
| 6M | +149.2% | +15.3% | +133.9% | +182.9% |
| YTD | +588.1% | +28.0% | +560.1% | +719.0% |
| 1Y | +1,837.5% | +34.3% | +1,803.3% | +2,223.1% |
| All | +4,437.1% | +33.5% | +4,403.6% | +5,304.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling